Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Terry White is a financial advisor at Virtue Capital Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked with firms including Blue Duck Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he is the organizer and principal agent of IMPACT WealthBuilder, LLC, which provides financial education workshops and planning for families and small business owners focused on life insurance and fixed index annuities. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and sub-advisory support, employing a multi-team model and a mix of tactical, strategic, and dynamic investment approaches.

Kenneth Dunlap is a financial advisor at VOYA Financial Advisors, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with VOYA since 2014. In addition to his advisory role, Dunlap operates an independent insurance agency focused on fixed insurance sales. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and various investment programs, primarily providing advice through non-discretionary, recommendation-based relationships.

Andrew Backer is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Hiawassee, GA. He has seven years of industry experience, including roles at Edward Jones since 2019 and earlier positions such as running Backer Pressure Washing Services and working at JOMCO. He was also involved with the All South Wrestling Officials Association for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory and investment solutions through a nationwide network of financial advisors.

Daniel Tumba is a CFP® and CFA® with 19 years of experience in the financial services industry. He is currently with Merrill and Bank of America, having previously worked at JP Morgan Chase and First Republic Investment Management. He serves on the board of directors for the JDRF Greater Palm Beach County Chapter, a Type 1 diabetes charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Jacob Meredith is a financial advisor with LPL Financial in Hiawassee, GA. He holds a Series 66 designation and has two years of industry experience, including prior roles at United Community Bank and WinShape Camps. Meredith’s background also includes work related to the Georgia Institute of Technology, Georgia Theatre Company, and Habersham Central High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging a network of over 22,800 advisors and various technology tools to support investment strategies.

Jodi Sullivan is a financial advisor with Edward Jones in Hayesville, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Robert Anderson III is a financial advisor at Raymond James Financial with 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and operated Anderson Financial Services from 2010 to 2020. He is licensed with Series 63 and Series 65 credentials. Outside of advisory services, he owns Tordust LLC, a support company focused on tax reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Deanna Edwards is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.